CNPIX Mutual Fund

CNPIX Mutual Fund

NAV$77.68
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Returns Overview

1 Month
-0.52%
3 Months
+3.27%
6 Months
-9.19%
YTD
+12.20%
1 Year
+6.26%
3 Years (annualized)
+6.49%
5 Years (annualized)
-1.24%
10 Years (annualized)
+14.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CNPIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.20%
Peer Avg (YTD)
+4.75%
vs Peers
+7.46%

CNPIX Mutual Fund Performance

CNPIX performance across multiple time periods: 1-month -0.52%, YTD 12.20%, 1-year 6.26%, 3-year 6.49%, 5-year -1.24%, 10-year 14.80%.

CNPIX returns outperform the peer average of 4.75% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

CNPIX vs another fund shows side-by-side returns. CNPIX alternatives are available in the Mutual Fund Screener.